ETF Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

Investing Strategies

Latest 351 Exchange Trick? A $150,000 Minimum

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Investors who want in on Alpha Architect’s next 351 exchange ETF no longer need at least $1 million — as long as their account is at Charles Schwab.

2 min read

Investing Strategies

Goldman’s New Fund Designed for PE Returns, Sans the PE

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2 min read
New CLO ETFs Launch Amid Bankruptcy-Sparked Pullback

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2 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

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4 min read

Industry News

Vanguard Gets the VOO Proxy Vote Out

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Soon, ETF shareholders may opt for proxy policies that could support (or oppose) issues like the $1 trillion Tesla pay package for Elon Musk.

2 min read

Industry News

BlackRock’s Tokenized ETFs Are Only The Beginning, CEO Says

Photo via John Angelillo/UPI/Newscom

Tokenized securities are moving closer to a reality as issuers make plans to bring more assets and funds on-chain.

2 min read

Investing Strategies

Betting Big on Leveraged ETFs

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Even with the lights out at the SEC, it’s unlikely that ETF issuers seeking 3x and 5x funds will sail through the approval process.

2 min read

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Thematics & Sectors

VanEck Adds ETFs to Get Around Concentration Rules

The new VanEck TruSector ETFs invest in stocks and other ETFs to maximize exposure to individual companies and reflect actual market caps.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ismagilov via iStock

Investing Strategies

3 Ways to Build an Inflation-Adjusted Pension. Yes, There’s Even an ETF for That

No one knows the future, but high inflation could make some investments virtually worthless.

4 min read
Photo by Denise Jans via Unsplash

Thematics & Sectors

Morgan Stanley Opens Up to Crypto ETFs. Who’s Next?

As regulators have warmed up to crypto and assets have poured into ETFs, advisors who ignore the trend risk losing clients, proponents said.

2 min read

Investing Strategies

Are Leveraged ETFs to Blame for Selloffs? JPM Says Yes

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Analysts from JPMorgan on Monday wrote that levered ETFs might worsen macro swings by increasing intraday volatility.

2 min read

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Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.